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2min chapter
“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later
Forward Guidance
Asset Allocation Analysis: Stocks vs. Bonds Based on Economic Scenarios
The chapter discusses optimizing asset allocation between stocks and bonds in different economic conditions like inflationary boom, recession, stagflation, or soft landing, with a preference for bonds over stocks in scenarios of slowing inflation or economic slowdown.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode